How-To: Integrate our Website Forms into OrbisX via Zapier

Mar 28, 2022

Step by Step Instructions on integrating form leads automatically into OrbisX

Here is the software you will want to be logged in on:

  • Zapier - Zapier will connect apps and services together to automate repetitive tasks and save you time.
  • OrbisX - OrbisX is an Auto Shop CRM with Artificial Intelligence Bookings
  • Google Sheets

Note: The free plan of Zapier has a 15 minute update time. Which means a form lead from the website will not be instanaeous to Urable unless you elect to upgrade your plan.


Step 1: Leave us a Comment on Your Site

Step 1: Request Google Sheet Intregration via your Website Comment

  1. Current customers, Login to your website
  2. Leave a comment on your site and indicate to us which email you want us to share a Google Sheet with.

    Example "Please connect form to a Google sheet and send access to <insert your google email>"

  3. It typically takes us 1 business day to integrate and setup your contact form into a Google sheet. We will send you an email once this is complete.



Step 2: Follow this Video from Aaron Latman (OrbisX Representative) on how to Integrate!

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